Q1 2024 Holdings
Filed 2024-05-15 | 7 holdings | $519.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | AMERICAN DEP | 722304102 | $212.3M | 1,826,196 | 40.9% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $175.1M | 3,260,956 | 33.7% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $56.3M | 3,057,490 | 10.8% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $26.8M | 13,974,402 | 5.2% |
| Doordash Inc(DASH) | CL A | 25809K105 | $24.6M | 178,869 | 4.7% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $23.8M | 2,122,562 | 4.6% |
| Atour Lifestyle Holdings LTD(ATAT) | SPONSORED ADS | 04965M106 | $466.4K | 26,000 | 0.1% |